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CRM-Integration ProviAM™

By connecting ProviAM™ to CRM systems, the following data can be exchanged between the systems:

  • Synchronisation of organisations, contacts, bank accounts and addresses
  • Synchronisation of contract header data
  • Synchronisation of product master data
  • ProviAM™ reports can be accessed directly from the CRM
  • Integration with Microsoft Dynamics CRM is already included as a turnkey solution